Page 1 - Tips and Tricks Workflow
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Tips and Tricks: Workflow



        Tips and Tricks: Workflow


        Overview

        Workflow Changes

        Workflow Tips


        Workflow Changes


        The chief business officers (CBO) have requested that all requested workflow changes route through them.  The CBO or
        designee will then submit the workflow change through the Compass workflow change process.  Workflow change job
        aids for Emory Express and for Compass are:

                              JOB AID: How Do I Submit a Workflow Change Request (Emory Express)
                             JOB AID: How Do I Submit a Request to Modify Compass Workflow Access

         What Should You Do?
            1.  If your workflow is set up as you need to manage your transactions now, no action is needed unless you feel the
               need to let your CBO know that you are happy with your current setup.
            2.  If your workflow is not working as needed to support your operations, please contact the chief business officer
               of your unit.

                       As we receive changes from the chief business officers, we will process them as quickly as we can.
                       Meanwhile, we encourage you to communicate with your unit CBO to review any concerns or
                       recommendations that would help your unit work the most efficiently.
            3.  For Emory College, please contact the office of Carol A King, the chief business officer for the school.  We will be
               able to process any changes submitted by Carol King after the best routing scenarios are agreed upon.



        Workflow Tips

        Got Workflow Questions?


        Tip If you would like to review the workflow for your area, navigate to:  Reporting Tools -> Query -> Query Viewer and
        run this online query EU_EX_EXPRPT_DEPT_APVRS_RANGE to check the current assigned approvers.

        If assignments need to be changed, you can navigate through Employee Self-Service -> Online Access Request Form and
        fill out an online workflow request form for that routes to your CBO for approval.


                       Job Aid:   Compass:  How do I Submit a Request to Modify Compass Workflow Access?
                                      Emory Express:  How do I Submit a Workflow Change Request?


        If assignments do not need changing but transactions are not routing according to the assignments, you can open a case
        through the Finance Support Center for the central workflow administrators to investigate.


                                                              Job Aid: How to Open a Ticket?



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        Emory Confidential and Proprietary          Last Revised on 2/26/2018                 Return to Table of Contents
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